You can autoclassify by adding instructions, manually apply classifications
and security marks, or both.

In the File Plan hover over a record, folder, or category and select
More, then Classify.

You can classify using both Security Classification and
Security Groups. You'll only see the classification options that
you have security clearance for.

To autoclassify:

Click Add Instructions.

Click on a guide to view its topics.

Click next
to the topic you want to apply instructions from then click
Select.

Tip: You can click View to check what classification
level and security marks the topic instructions contain.

Repeat for as many topics as you want to add.

Click Apply.

All the topics you've selected will have their instructions applied to the item you're
classifying.

Tip: If topics contain instructions that clash then the higher level of
classification will apply. For example if you add two topics, one with a
classification level of Top Secret, and one with Secret, then the Top Secret level
will apply.

To add Other Classification Source References

Note: This step is not required
to classify an item.

Enter the name of the source document from which the classification of the item has been derived.

Enter the name of the organization that produced the document.

Enter the publication date of the document.

To manually add classifications and security marks:

If you want to classify a folder and its contents, select Apply Classification to
Folder Contents.

This option is only visible when classifying a folder. Only the top level folder and
its immediate children are classified and only the metadata of the parent is carried over
to the children. If a new child object is added at a later date it does not inherit the
properties of its parent.

Select a classification from:

Top Secret

Secret

Confidential

Unclassified

Tip: If you select Unclassified then the item will be
available to all users.

Enter a classification agency, for example, government or other body (optional).

Select one or more classification reasons from the list of available reasons.

You can optionally set a Downgrade Schedule or a
Declassification Schedule.

Downgrade Schedule

Set a schedule for when the item will be
downgraded, for example, from Top Secret to Secret. You can enter a specific date for
the downgrade to take place, an event that means a downgrade should be considered, and
instructions on how to carry out the downgrade. All of these are optional, but once
you've entered a downgrade date, event, or both, you're required to enter
instructions.

Declassification Schedule

Set a
schedule for when the item will be declassified. This means when its classification
level will be set to Unclassified. You can enter a specific date for the
declassification to take place, an event that means declassification should be
considered, and exemptions for when declassification shouldn't take place. All of these
are optional.

Note: Downgrade and declassification schedules are not automated. Any
reclassification needs to be done manually.

Click security marks to apply them to the item, and again to remove them.

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